Keep due diligence gaps from going unnoticed
A documented gap is easier to resolve when it has a clear task. Notis can review the deal context you provide and put outstanding items into BugHerd.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task in a project.
Why this helps
Due diligence questions can remain buried in notes, making it difficult to see which items still need an answer.
- Turn documented gaps into visible work items.
- Make open diligence questions easier to review as a team.
- Keep follow-up focused on unresolved items.
Setup
Build it in a few focused steps.
- 1Connect Affinity and BugHerd once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review supplied Affinity due diligence notes and create tasks for documented gaps that remain unresolved.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real deal and a known unresolved diligence item.
Questions about this workflow
Can Notis decide whether a diligence question is unresolved?
It needs status or resolution evidence in the supplied data. If that is missing, provide a clear rule or add the status to the request.
What should a task contain?
Include the specific open question, relevant deal context, and any known due date or owner information present in the source material.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Bugherd. A trigger fires from one place; an action lands in another.
Affinity triggers
Bugherd actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Guest to Project
Adds an existing guest or invites a new client to a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Member to Project
Adds a member to a project.
Create Attachment
Adds an attachment from a URL to a task.
Create Column
Creates a custom workflow column in a project.
Create Comment
Adds a comment to a task.
Create Project
Creates a new project.
Create Task
Creates a task in a project.
Create Webhook
Creates a webhook for real-time task or comment notifications.
Connect any two apps with Notis in the middle.
Affinity and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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